Business description: Applied Optoelectronics, Inc.

Applied Optoelectronics, Inc. is a developer and manufacturer of advanced optical and hybrid fiber coaxial (HFC) networking products that are the building blocks for artificial intelligence (AI) datacenters, Cable TV Broadband (CATV) and broadband fiber access networks around the world. The Company supplies this critical infrastructure to tier-one customers across cloud computing, CATV broadband, telecom, and fiber-to-the-home (FTTH) markets. It designs and manufactures a range of optical communications products at varying levels of integration, from components, subassemblies and modules to complete turn-key equipment. In the CATV market, it supplies a broad array of products, including lasers, transmitters and transceivers, and turn-key equipment. It supplies optical transceivers that plug into switches and servers within the data center and allow these network devices to send and receive data over fiber optic cables. In the telecom market, it supplies lasers and laser subassemblies.

Number of employees: 4,691

Sales by Activity: Applied Optoelectronics, Inc.

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

Optical Networking Equipments

212M 223M 218M 249M 456M

Geographical breakdown of sales: Applied Optoelectronics, Inc.

Fiscal Period: December 2021 (USD) 2022 (USD) 2023 (USD) 2024 (USD) 2025 (USD)

China

97.73M 51.25M 43.32M 112M 262M

Taiwan

99.2M 164M 144M 127M 174M

United States

14.63M 7.42M 30.8M 10.92M 19.38M

Executive Committee: Applied Optoelectronics, Inc.

Manager TitleAgeSince
Chief Executive Officer 63 28/02/1997
Director of Finance/CFO 53 01/08/2014
Compliance Officer 43 01/08/2013
Sales & Marketing - 31/07/2023
Corporate Officer/Principal 56 01/10/1999

Composition of the Board of Directors: Applied Optoelectronics, Inc.

Director TitleAgeSince
Director/Board Member 92 01/08/2001
Director/Board Member 73 01/05/2000
Chairman 63 08/01/2014
Director/Board Member 76 27/02/2013
Director/Board Member 62 01/01/2014
Director/Board Member 60 03/06/2021
Director/Board Member 92 04/06/2026

Shareholders: Applied Optoelectronics, Inc.

NameStocks%Valuation
BlackRock Advisors LLC
7.317 %
5,871,107 7.317 % 554 M $
Marex Securities Products, Inc.
5.591 %
4,486,292 5.591 % 423 M $
Invesco Advisers, Inc.
4.255 %
3,414,262 4.255 % 322 M $
Vanguard Capital Management LLC
4.191 %
3,363,001 4.191 % 317 M $
Marex Financial
3.527 %
2,830,272 3.527 % 267 M $

Company details: Applied Optoelectronics, Inc.

Applied Optoelectronics, Inc.

13139 Jess Pirtle Boulevard

77478, Sugar Land

+281 295 1800

http://www.ao-inc.com
address Applied Optoelectronics, Inc.(AAOI)

Electronic Component

Change 5-day change 1-year change 3-year change Capi.($)
-15.16%-2.17%+402.91%+926.64% 11.11B
-6.61%-4.58%+43.68%+274.45% 197B
-2.35%-5.32%+18.57%+134.91% 109B
-3.10%+8.89%+159.16%+1,785.81% 93.5B
-2.20%-2.75%+202.31%+175.08% 85.49B
-7.57%+14.10%+810.24%+895.85% 75.14B
-12.75%-6.74%+238.63%+789.49% 60.01B
-1.87%+3.79%+45.84%+86.20% 65.87B
+0.53%-0.60%+6.72%+70.23% 59.34B
+1.70%+30.99%+267.28%+853.74% 47.14B
Average -1.24%+2.26%+219.53%+599.24% 80.37B
Weighted average by Cap. -2.99%+0.81%+172.33%+529.76%
Trader
Investor
-
Global
-
Quality
-
ESG MSCI
BB
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
6
Last Close Price
131.41USD
Average target price
163.40USD
Spread / Average Target
+24.34%

Quarterly revenue - Rate of surprise

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